Create, manage, and send professional sales quotes for global supply chains. When you need to bill a customer, generate a proforma invoice document from the quote’s information.
Set the right expectations with professional-looking sales quote templates for export orders.
Quickly create and send professional sales quotes using your contact, product, and pricing information you’ve set up in IncoDocs. From payment and shipping terms and conditions to customer notes, every snippet of information can be saved as snippets and reused with ease.
Add your logo to your sales quotes and wow customers with an impressive online quoting system with the experience they’ll love.
Create a professional digital signature or upload your own to place on documents in a single click for rapid sign-off and a polished look.
Identify quotes that have been sent out and see if they’ve been viewed, accepted or if you need to follow up.
Quotes can be emailed to your customers from within IncoDocs for a simple workflow. Sales quotes will be marked as sent to help you keep track of what goes out.
Prospective customers can accept, decline, or comment on sales quotes with the click of a button, letting you know when a deal is about to ahead.
Customers can comment directly on online sales quotes to ask questions or request changes in real-time. You’ll be able to reply instantly and make instant updates to the quote document if you need to.
Transform your sales quotes into ready to pay proforma and commercial invoices in a flash. Identify sales quotes sent out and see if they’ve been viewed, accepted or if you need to follow up.
Save time and avoid manual data re-entry errors by using online quotes in IncoDocs and convert quotes to proforma and commercial invoices. Converting to an invoice pulls in all the details directly from the sales quote and allows you to edit, add, and remove items as necessary.
IncoDocs invoices come with a Pay Now option. Bill customers in a single click and offer them an easy way to pay via credit card or ACH transfer (US only).
Seamlessly connect IncoDocs to your accounting system or custom in-house system to eliminate manual data re-entry and avoid costly human error.
Generate proforma and commercial invoices using IncoDocs’ Autofill feature to produce compliant export documentation, eliminate manual data re-entry, and avoid costly human errors.
Import your contacts and products lists to reuse in documents easily, and import your order item list or shipping container packing list directly into a document template.
IncoDocs is built with a robust technology allowing easy integration with any system using flexible technologies such as API, XML, and CSV. Speak with an IncoDocs global supply chain specialist to work with you and your specific needs.